Nvidia to Invest Billions in U.S.-Made Chips, Confirms Blackwell Production

Nvidia will invest hundreds of billions of dollars in U.S.-made chips over the next four years, aiming to diversify manufacturing and reduce geopolitical risks, according to CEO Jensen Huang at GTC 2025. Huang also confirmed that Blackwell systems are being produced in the United States, responding to concerns about Taiwan’s stability and potential tariffs.

Nvidia is currently running production silicon at TSMC’s Arizona Fab 21, though the specific chip types and volumes remain undisclosed. Huang told the Financial Times that Nvidia plans to procure approximately $500 billion worth of electronics during this period, with a significant portion allocated to U.S. manufacturing.

This move aligns with surging data center GPU sales, which have offset declines in PC GPU sales. The rising demand for larger GPU dies and advanced silicon is also driving the need for domestic production.

Beyond GPUs, Nvidia’s product line includes CPUs, DPUs, networking chips, and SoCs, reflecting a diverse and growing market. While TSMC remains Nvidia’s primary manufacturing partner, the company also relies on other foundries and external suppliers, adding complexity to its global supply chain.

By shifting production to the U.S., Nvidia aims to secure its supply chain, reduce dependence on Asian manufacturing, and strengthen domestic production in response to evolving global uncertainties and future trade risks.